401(k) · DOL Form 5500 · 2024
Transportation and Logistics Management 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 61
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $40,990
- Avg per participant Low balance/head
Official DOL plan name: Soar 401(k) Plan · Sponsored by Transportation and Logistics Management · Utah · Transportation & Warehousing
$3M in assets, 61 participants
Transportation and Logistics Management's Soar 401(k) Plan reported $3M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,064 in Transportation & Warehousing (3,299 peers)
2024 asset change
Soar 401(k) Plan surged 73.2% in 2024 ($1M → $3M) for 61 participants.
- #1,064
- in Transportation & Warehousing (3,299 peers)
- +73.2%
- assets growth YoY
Soar 401(k) Plan among the smaller filed plans by assets
Soar 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,500,403 32nd percentile higher than 32% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Soar 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Soar 401(k) Plan is a small filing (61 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 934359717 · Transportation and Logistics Management PY 2024 · 401(k)
Soar 401(k) Plan · $3M · 61 · 32nd
- BOOK $3M
- VS-ST 61
- BOY 32nd
- SCH 401(k)
- EBSA near Lifesci Advisors 401(k) Profit Sharing Plan & Trust
- PART ind #1064
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Transportation & Warehousing retirement plans → · Plans in Utah →
Soar 401(k) Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $137K |
| Employer EIN | 934359717 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Soar 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Lifesci Advisors 401(k) Profit Sharing Plan & Trust in NY ($3M); by covered participants it is Rockset 401(k) Plan in CA (61 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Lifesci Advisors 401(k) Profit Sharing Plan & Trust (NY) $3M · 138
- Corner Pantry 401(k) Plan (SC) $3M · 164
- Karter Industries Retirement Plan (NM) $3M · 2
- Wabash Coffee, Inc. 401(k) Plan (IN) $2M · 119
Similar participant headcount
Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.
- Rockset 401(k) Plan (CA) 61 · 0 off
- Dynamic Design Solutions 401(k) Plan (NC) 61 · 0 off
- Open Sky Wilderness 401(k) Plan (CO) 61 · 0 off
- Kentland Bank Employees' Savings & Profit Sharing Plan (IN) 61 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.